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Strategies & Market Trends : Sharck Soup

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To: JRI who wrote (14577)	4/4/2001 8:32:12 AM
From: Wes Stevens	of 37746

I don't think that three of the four you mentioned will warn. IBM is still riding the release of a new mainframe from the quarter before. CSCO has a very broad customer base. Their sales to clec's are hurting but sales to fortune 500 companies are still strong - I work for one of the biggest and we for sure have not slowed down our buying. Add to that they have been selling a lot of stock to make up for any other short falls. CSCO also had pretty much warned already. EMC will be the last to feel the pain. They do not sell to CLEC at all - mostly corporate sales. When you run out of disk space it is hard to put it off. Again we are big customers. SUNW I would think would be hurt by all the dot coms shutting down. When they do come out with numbers it will not be pretty. I suspect they will all either warn going forward or say they just do not know what sales will be. If CSCO is making up for low rev's by selling stock, the market will not like that for sure.

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